ethos wealth management: client onboarding
Post on 16-Aug-2015
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CLIENT ON-BOARDING PROCESS
ACCOUNT OPENING PROCESS - 21 Business Days
Execution Platform: Purchase & Redemption
Current Account: All assets purchased from this account.
Strategic Partners
YOU
SAMPLE PURCHASE TRANSACTION – 4 Business Days
Personal Savings Bank
Account
AMC
Investments under Client’s name
Mutual Fund HousesClient
Approval Request
If Approved
iFast account under Client’s name
Current account under Client’s
name
Request: Email/Phone Call
Investment Advice
Initiate Payment
Execution Partners
SAMPLE SELL TRANSACTION – 3 Business Days
Personal Savings Bank
Account
AMC
Investments under Client’s name
Execution Partners Mutual Fund HousesClient
Approval Request
If Approved
iFast account under Client’s name
Current account under Client’s
name
Request: Email/Phone Call
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